The content on this website, including but not limited to commentaries, audio, video, images, and financial information, is provided by Integrated Wealth Management. The information in this website should not be interpreted as investment, legal, accounting, or tax advice and is not a substitute for personalized individual advice from Integrated Wealth Management or from any other investment professional. It is not an endorsement, recommendation, or sponsorship of any company or security. Integrated Wealth has not taken into account the investment objectives, financial situation or particular needs of any individual investor. Any request a user makes for information through this website is unsolicited and is not investment advice from Integrated Wealth Management and does not form an investment advisory relationship between the user and Integrated Wealth Management. Integrated Wealth Management does not guarantee the profitability, suitability or potential value of any particular investment. Nothing in this website should be interpreted to imply that past results are an indication of future performance of investments or investment strategies.
The reports we present to clients are based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor or class of investor. The identification of specific funds and model portfolios is being made on the assumption that an investor would participate in that investment on a long-term basis (in excess of four years). With respect to any such identification, there can be no assurance that the fund or group of funds will in fact perform in the manner suggested by the investment profile provided with that fund or group.
Information contained in our reports may contain “forward looking statements” as defined under the Securities Act of 1933 and the Securities Exchange Act of 1934. Examples of these statements include but are not limited to words such as: believes, estimates, anticipates, seeks, and plans. These forward looking statements are subject to a number of uncertainties outside of our control that could cause actual results to differ from those we anticipate
There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.
Rankings by third party rating services and various magazines should not be interpreted by users of this website that Integrated Wealth Management will achieve a certain level of results if we are engaged to provide investment advisory services.
The following disclosure is designed to provide clients with more information regarding our trading practices related to the use of “trade away transactions” (described below) and costs relevant to these practices. Additional information is available in our Form ADV 2A brochure, which is available here.
This disclosure only pertains to trades we submit to third-party brokerage firms in order to seek best execution (a “trade away transaction”). When appropriate, Integrated Wealth Management can achieve best execution for our clients on certain securities (e.g. structured notes, municipal bonds and corporate bonds) through a trade away transaction with a third-party brokerage firm unaffiliated with a client’s account custodian. We consider factors such as availability of securities, liquidity and pricing when determining whether to seek best execution through a trade away transaction. If we purchase or sell securities through a trade away transaction in a client’s advisory account and there are additional trading costs associated with these transactions, we will provide periodic statements to those clients detailing the transaction costs.
We have disclosed these trading practices in our Form ADV 2A brochure, which is provided to clients when they open an advisory account managed by Integrated Wealth Management. Please contact us at firstname.lastname@example.org if you would like a copy of our Form ADV 2A brochure or have questions regarding our trading practices.